Who We Are
IRMAA Resources was created to be the Ultimate Resource for IRMAA.
We focus on helping people understand, plan for and avoid IRMAA by educating and training people. We provide educational seminars and materials focusing on 3 specific areas to help as many people as possible protect their social security by eliminating their exposure to IRMAA.
Individuals
Our focus is educating the public on what IRMAA is, and the impact that IRMAA can have.
How it will impact your SSI
How it will impact your Retirement Income
We have an IRMAA Healthcare Calculator to determine what your IRMAA expenses will be
We have created educational videos and brochures to help you understand IRMAA
We sponsor events and seminars nationwide to help people avoid IRMAA
We have a referral network to locate and contact a IRMAA Certified Planner that can help you.
Agents and Advisors
We focus on educating Agents and Advisors on the true cost of healthcare in retirement.
Provide access to a IRMAA Calculator to use in planning
Provide training events to educate agents on IRMAA and how to help their clients avoid it.
Provide Certification Training to complete the training necessary to be certified on their knowledge of IRMAA
We assist agents in creating and running events and seminars to find people that need help to avoid IRMAA.
Certified and Trained Agents and Advisors are added to our growing referral network for clients to receive help.
Certified Public Accountants
We provide educational materials and training for CPA’s
Our CPA Workshops on the subject of IRMAA can be used for CE Credit
We provide Full Service IRMAA Appeals for clients that have fallen into IRMAA
We Provide educational materials for CPA firms to distribute to their clients
We partner CPA’s with a IRMAA Certified Planner to assist your clients in avoiding IRMAA
Our Management Team
Kevin Goodwin
Registered Investment Advisor and President of Overwatch Management.
Kevin is the creator of Transition Planning TM, and the Intentional Money Method TM. With 20 years of experience in the financial services industry he understands the in’s and out’s of financial planning. He is the Chief Investment Council for Overwatch Management and is focused on proper Wealth and Risk management and planning. He is author of the book Armored Personal Retirement Vehicle and has been training agents and advisors for the last ten years. He is currently working on his second book Money that Matters and goes in depth into Intentional Money and how to transition your assets properly to prepare for lower risk, lowering Taxes, and IRMAA, and thorough distribution plans to ensure that you dont run out of money in retirment.
Dan McGrath
Co-Founder IRMAA Certified Planners
Dan is the nations foremost authority on the subject of IRMAA. He was one of the first in the financial industry to sound the alarms on just how destructive IRMAA can be. He and his partners developed the IRMAA Certified Planner Certification, and the IRMAA planning Software. Dan currently travels all over the country speaking at events and educating the financial industry on IRMAA, and the threat that it poses to retirements, and retirement plans that have not properly planned for this expense in retirement. Dan is the Co-Author of the book What You Don’t Know About Retirement Will Hurt You!
Get Your Custom IRMAA Report Today!
Complete some basic information with includes:
Your Current Income, Retirement Income Goal, Social Security Income, Other Income Sources, Age, Retirement Age, Retirement Account Balances.
The Medicare IRMAA Calculator software calculates, and returns an easy-to-read projection of your retirement healthcare costs. The report will indicate how your retirement will be affected by Medicare premiums and IRMAA brackets.
From there an IRMAA Certified Planner will contact you to review your report with you, discuss your Healthcare expense risk, and how your retirement income will be affected in retirement.
You and your Certified IRMAA Planner will then discuss options available to you to Protect your Social Security Income, and Retirement Income. They will run alternative scenarios showing you how to reduce and potentially eliminate IRMAA, and assist you in getting started.
